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SOHO

Sotherly Hotels

Delisted

SOHO was delisted on the 12th of February, 2026.

39 hedge funds and large institutions have $29.1M invested in Sotherly Hotels in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

1% more capital invested

Capital invested by funds: $28.7M → $29.1M (+$368K)

0.15% less ownership

Funds ownership: 30.14%29.98% (-0.15%)

9% less funds holding

Funds holding: 4339 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
26
Burney Company
Virginia
$115K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$77K +$26 +4 +0%
BWP
28
Baldwin Wealth Partners
Massachusetts
$68K
Stifel Financial
29
Stifel Financial
Missouri
$68K
ASN
30
Advisory Services Network
Georgia
$61K +$59.2K +9,000 New
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$56K -$5.36K -814 -9%
Nisa Investment Advisors
32
Nisa Investment Advisors
Missouri
$17K +$4.36K +662 +37%
AG
33
Advisor Group
Arizona
$14K
QCG
34
Quadrant Capital Group
Ohio
$13K +$13.2K +2,000 New
Deutsche Bank
35
Deutsche Bank
Germany
$9K -$9.65K -1,467 -52%
TRCT
36
Tower Research Capital (TRC)
New York
$8K +$5.21K +792 +189%
Bank of America
37
Bank of America
North Carolina
$7K +$3.49K +530 +113%
Citigroup
38
Citigroup
New York
$5K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1K
Baird Financial Group
40
Baird Financial Group
Wisconsin
-$88K -13,150 Closed
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
-$85K -12,650 Closed
NFG
42
Next Financial Group
Texas
-$62K -9,070 Closed
JP Morgan Chase
43
JP Morgan Chase
New York
-$32K -4,839 Closed
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
-$18K -2,650 Closed
Victory Capital Management
45
Victory Capital Management
Texas
-$15K -2,304 Closed
CFD
46
Creative Financial Designs
Indiana
-$4K -558 Closed
Barclays
47
Barclays
United Kingdom
-$1K -88 Closed